What are Simplified Occupational Pension Plans?

Simplified Occupational Pension Plans are a new retirement savings solution designed specifically for the self-employed.

What are their advantages?

They enable the self-employed to get supplementary social insurance cover. They furnish greater opportunities for saving and reduce the tax burden on these groups

What are the requirements for taking out a simplified occupational pension plan?

You must be over 16, resident in Spain and self-employed

Do I need to be a member of the Club Diálogo association to take out a simplified occupational pension plan?

No. You just have to be self-employed, resident in Spain and over 16

Simplified Occupational Pension Plan for the Self-Employed

If you’re self-employed, this pension plan will help you increase your retirement savings and financial security.

Ask for information

Increase your savings from €1,500 to €5,750 whilst benefiting from tax relief
Flexibility: you choose how much you want to contribute and whether to do so on a regular basis

Tax benefits of a simplified occupational pension plan

Personal plans

General limit

€1,500

Simplified plans for the self-employed

Increased limit

€4,250

If you prefer, you can contribute the full €5,750 to your simplified occupational plan alone

1750

AXA agents are on hand to meet your needs

Our AXA agents can guide you towards practical, quick solutions.

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SOPP Club Diálogo – Regular SFDR information
Product leaflet
General information document on the pension plan
Pre-contractual information on sustainability relating to this financial product
Operating rules
SOPP specifications
Investment policy
Quarterly management report

We're here to answer all your questions

Simplified Occupational Pension Plans are a new retirement savings solution designed specifically for the self-employed.
They enable the self-employed to get supplementary social insurance cover. They furnish greater opportunities for saving and reduce the tax burden on these groups
You must be over 16, resident in Spain and self-employed
No. You just have to be self-employed, resident in Spain and over 16

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